TaskRay Reviews & Product Details

TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allocate resources effectively, and foster collaboration across departments. Whether you're managing new customer implementations or driving internal initiatives, TaskRay ensures every project is delivered with precision and efficiency. 100% Salesforce Native TaskRay integrates seamlessly into your existing Salesforce ecosystem, offering unmatched visibility and alignment across Sales, CPQ, Service, and Experience Clouds. Designed for Growing Businesses If your organization has outgrown spreadsheets or non-Salesforce tools and needs better visibility into project performance, TaskRay is your next step. It's ideal for businesses facing challenges like: ✓ Revenue delays caused by lengthy onboarding or implementation timelines. ✓ Complex implementations, where multiple SKUs require custom solutions and support. ✓ Integrated customer management, spanning multiple Salesforce Clouds. Industry-Specific Expertise • TaskRay is trusted by industry leaders in: • Technology & SaaS • Healthcare & Life Sciences • Manufacturing • Real Estate & Franchising • Financial Services • Telecommunications Deliver Faster, Reduce Costs, and Increase Customer Satisfaction TaskRay helps you accelerate project timelines, cut operational costs, and improve productivity. Here's what our customers achieve: • 2.5x Faster Project Completion: Streamline workflows and improve efficiency. • 29% Faster Revenue Realization: Get to value quicker with optimized onboarding. • 21% Cost Reduction: Save time and resources with automation and visibility. • 15% Increase in Customer Satisfaction: Delight customers with smooth implementations. • 200% Boost in Project Visibility: Gain clarity and insight into every project detail. • 20% More Project Capacity: Handle more work without adding complexity. Proven Success Across Industries Join the growing list of businesses transforming their operations with TaskRay. From technology innovators to global manufacturers, our platform drives results.

Product Website

Seller

TaskRay

Discussions

TaskRay Community

Languages Supported

English

Overview by

Lindsey Kocel

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

TaskRay Integrations

(3)

Verified by TaskRay

TaskRay Media

TaskRay Demo - Improve implementations and onboarding speed by 50-70%

TaskRay is delivering results for our customers—improving speed to revenue, increasing CSAT, and enhancing efficiency.

TaskRay Demo - Take full control of your projects

Project managers have a centralized place to manage all the moving parts of their projects.

TaskRay Demo - Effectively manage resources

Staffing projects and assigning tasks based on your team’s unique skills, roles, and capacity is easy.

TaskRay Demo - TaskRay Reporting & Analytics

Gain insights into project performance and profitability with public dashboards and project reports.

TaskRay Demo - Standardize your processes

TaskRay's project plans and automated workflows streamline complex processes

TaskRay Demo - Collaborate with your customers

With External Collaboration, TaskRay helps you communicate project updates and progress with your customers.

TaskRay is the leading project management app that lets you create standardized processes, enhance visibility, facilitate collaboration, and build consistent customer experiences - all natively in Salesforce.

Official Downloads

(4)

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Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay

MCG Health’s Project Efficiency and NPS Improvement Gets Supercharged

Interactive Demo

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Guy T.

Small-Business (50 or fewer emp.)

1/24/2020

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great Product"

5/5

What do you like best about TaskRay?

Native to Salesforce allowing us to simplify our software ecosystem but cutting out our legacy PM tool as well as our legacy time tracking tool. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Nothing, this platfom has been fantastic. Review collected by and hosted on G2.com.

Kenny B.

IT & CRM Manager

Mid-Market (51-1000 emp.)

7/11/2018

"Project and Task Management Done Right"

5/5

What do you like best about TaskRay?

I really like the different views available and the integration into Salesforce. It really makes it flow nicely and just seems to work. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Nothing at this time. The software is very nice. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Easy Integration, Easy to Use and AMAZING customer support. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

Project Management and Team Collaboration are what we enjoy the most with TaskRay. With the integration into Salesforce we are able to create processes that let the users know when tasks are completed and when new ones are assigned. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/6/2019

"TaskRay allows us to handle clients integrations"

5/5

What do you like best about TaskRay?

We like that we can parse out all of our work as well as tracking our work from beginning to end. Taskray allows us to really keep ourselves honest with each of our clients and our clients are also noticeably happier with our new process. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I wish the reporting was a little more robust and maybe a couple of additional third-party integration options, but other than that we really love the product. Review collected by and hosted on G2.com.

Jacob G.

Vice President of Business Development

Small-Business (50 or fewer emp.)

8/30/2019

"Synthesizing your Marketing Strategy "

5/5

What do you like best about TaskRay?

Simplicity and effectiveness of the software and the lay out are easily accessible. All types of users can learn taskray. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Organization of lists/data could be better Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Extremely beneficial Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

We do a lot of marketing in multiple locations. Each location is a little different but the same. It allows us to start each campaign at any given point where ever the location and still keep track of where we are, who is responsible, and what's not done. With out it, we'd be fumbling with check boxes and spreadsheets. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

9/5/2019

"Great Tool, but Needs a Few Tweaks"

4/5

What do you like best about TaskRay?

TaskRay is fairly easy to use. The thing I like best is the project templates. Once I created a good template, I was able to very quickly create new projects and tailor them. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It would be nice to have a place where you can easily see the start and end dates for tasks. The start and end dates for tasks should be a default or an option in certain of the views, not just the end dates. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

The documentation is fantastic, but it also really helped me to walk-through the process with a live person. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

We are using TaskRay to track product installations for our customers. The benefits are the ability to see across multiple customers to manage schedules and resources. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/3/2019

"We use it for a managing the working hours for our internal teams."

4.5/5

What do you like best about TaskRay?

We use it for managing the working hours for our internal teams. It can be a support team or our contractors. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It's not like a disliked thing but it's a challenge to get along with some business users some time. Wish it's getting easier to use for high-level people/users. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

If you like to manage the hours and project management in a better way I think Task Ray is good for those kinda requirements. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

We are using to manage the hours of our contractors and support team users. The benefits are it's linked to our service cloud so we can update the project and hours in taskray based on the given support. Review collected by and hosted on G2.com.

Ashley H.

Marketing Specialist

Mid-Market (51-1000 emp.)

9/3/2019

"Taskray has increased my team's visibility and efficiency "

5/5

What do you like best about TaskRay?

The organization, color coding and customization Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Some of the features that I've customized seem to be common items, I wish they were prebuilt in so I can spend my time customizing what actually needs to be customized Review collected by and hosted on G2.com.

Robert R.

Operations Manager

Small-Business (50 or fewer emp.)

9/5/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"Best Project Management Tool built into Salesforce"

4/5

What do you like best about TaskRay?

I like that all of the tasks are built into Salesforce so that I am able to connect projects with the appropriate Opportunities. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I wish Taskray was a little more flexible like Trello. User interface can be challenging sometimes. Review collected by and hosted on G2.com.

Dan R.

Application Engineer

Machinery

Small-Business (50 or fewer emp.)

9/4/2019

"Good project management app"

4.5/5

What do you like best about TaskRay?

The ability to visualize the tasks at hand required to complete a project. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It could be a little more user friendly and customizable, but these aren't show stoppers by any means. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Taskray is a good tool, however, you must ensure you have a good project manager that is responsible for the maintenance and upkeep of your tasks. Otherwise, you will end up with an app that is unmanageable. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

We use TR to manage our Salesforce development projects and as a result we've been able to have a better grasp of what's needed in order to successfully complete projects on time. Review collected by and hosted on G2.com.

Verified User in Warehousing

Mid-Market (51-1000 emp.)

8/30/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"TaskRay is amazoning"

5/5

What do you like best about TaskRay?

TasRay is very user friendly and makes tracking projects very clean and organized so you can share with your customers. It gives you an external link to share the project plan and its so easy to use! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Sometimes, the view can be difficult and there are alot of options. Also, sometimes loading templates can be difficult. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

I highly recommend this sofrware if you are looking for an easy way to track project plans. This software is very user friendly and has tons of benefits for a large company. It has made tracking and visibility very easy for us. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

We solved tracking our projects. The benefits are that we get to share an external link with all parties who are on the project plan so they can see what tasks and timeframes are involved. Perfect for implementations. Review collected by and hosted on G2.com.